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Does Double the Donation integrate with Microsoft Dynamics 365?

This article walks through Double the Donation's integration with Microsoft Dynamics 365.

Step-by-Step: Integrate Double the Donation's 360MatchPro into Microsoft Dynamics 365

Step-by-Step Mapping Fields between 360MatchPro and Microsoft Dynamics 365

Step-by-Step: Configuring Custom Filters with your 360MatchPro and Microsoft Integration

(Alternative Approach) Integrate Microsoft Dynamics 365 with 360MatchPro using Power Automate

Microsoft Dynamics 365 - Double the Donation FAQs

Step-by-Step: Integrate Double the Donation's 360MatchPro into Microsoft Dynamics 365

Double the Donation offers two ways to integrate 360MatchPro into your Microsoft Dynamics 365 instance. Our recommended, preferred approach is to establish and manage the connection from directly within your 360MatchPro account using our backend API integration. This approach makes integration management and customization easier, and the setup process is quick and simple.

If that approach does not work for you, we also have the ability for you to set up your integration using our Power Automate flow. This involves some additional configuration steps, and you must contact the Double the Donation support team for an import file before beginning set-up.

Both approaches will enable you to pull donation records into your 360MatchPro account and automate your outreach, but we strongly recommend using the backend API approach, outlined below.

360MatchPro is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.

Recommended Approach: Integrate Microsoft Dynamics 365 with 360MatchPro

Step #1: Log in to 360MatchPro at https://doublethedonation.com/members/.

Step #2: Navigate to the “Integrations” tab and select “Browse.” Use the Browse Partner Directory to search for Microsoft Dynamics 365.

Step #3: Select “Activate Integration.” Then, select “Sign in with Microsoft Dynamics 365” which will appear at the top of your screen.

Step #4: You’ll be redirected to the Microsoft website. Enter your Microsoft user credentials.

Step #5: Within 360MatchPro, a list of your Microsoft environments will appear in a dropdown. Select the environment you want to establish the connection with and authorize the environment.

Congratulations! Your connection will now be established, and you can begin configuring your mapping according to your data needs.

Step-by-Step Mapping Fields between 360MatchPro and Microsoft Dynamics 365

What do these steps do? Every Microsoft Dynamics 365 instance is a little bit different. By following these steps to complete your field mapping, you’re telling 360MatchPro how your unique organization stores data in Microsoft Dynamics 365. That way, 360MatchPro knows where to find the data it needs to automate your matching gift outreach.

Step #1: Within 360MatchPro, navigate to your Microsoft Dynamics 365 integration settings. (“Integrations” → “Manage” → “Microsoft Dynamics 365”). Use the dropdown box to tell 360MatchPro which entity you use to store donation data.

Once you select this entity, a list of other 360MatchPro fields will populate so that you can customize your data mapping.

Step #2: Select “Edit” to map each item according to your organization’s unique data schema. When you are done mapping the fields, select “Save Mappings.”

Step-by-Step: Configuring Custom Filters with your 360MatchPro and Microsoft Integration

What do these steps do? There will always be some exceptions to the general rules that your organization uses to store data in Microsoft. You can refine your field mapping using custom filters to account for these fringe scenarios and ensure smooth data transfer, donor communications, and data hygiene. 360MatchPro will import donations that meet the criteria you set here.

Step #1: Navigate to your Microsoft integration settings within 360MatchPro ("Integrations" --> "Manage" --> “Microsoft”). Scroll down to the “Custom Filter” section and select “Add New Item.”

Step #2: Identify a field to use as the basis of the custom filter.

Step #3: Once you have created the path, select “Save filter.”

(Alternative Approach) Integrate Microsoft Dynamics 365 with 360MatchPro using Power Automate

Our recommended, preferred approach is to follow the steps described above to establish your Microsoft Dynamics + 360MatchPro connection. That approach gives you more flexibility, and customizability, and has an easier set-up and maintenance process.

Based on your organization’s unique needs though, you can follow the steps below to establish the connection. If you follow these steps, you will still be able to automate your matching gift outreach to uncover eligible donors and guide them through the process.

Note: Contact support@doublethedonation.com to request your Microsoft Dynamics 365 360MatchPro import file before beginning this setup.

Step #1: Navigate to "Power Automate," and then to "My Flows." Select "Import."

Step #2: Select the Microsoft Dynamics 365 360MatchPro import file provided to you by Double the Donation support.

Step #3: Select your environment resource.

Step #4: Select "Import."

Step #5: Navigate to the 360MatchPro flow by navigating to "My Flows" and selecting "360MatchPro Power Automate Flow."

Step #6: Select "Edit."

Step #7: Select the “360MatchPro API Key” step. Enter your 360MatchPro public key in the "Value" field, press "Save," and then press the back arrow.

Not sure how to find your API keys? Check out this article.

Congratulations! Your 360MatchPro flow should be live. To verify that your flow has been turned on, check that the "Turn off" button is visible (see below).

Microsoft Dynamics 365 - Double the Donation FAQs

Q: I don't have a 360MatchPro account. How do I get one?

A: Visit https://360matchpro.com/demo-request/ to request a demo! Make sure you mention that you use Microsoft Dynamics 365 in your demo request form.

Q: What approach should I use to connect my Microsoft Dynamics 365 + 360MatchPro instances?

A: We recommend establishing and managing the integration from directly within your 360MatchPro account, using our backend API integration. This integration option allows for a quicker set-up, easier integration customization and flexibility, and easier integration management.

Q: Using the backend API integration (the recommended approach), how often does Microsoft Dynamics 365 sync data to 360MatchPro?

A: Data typically syncs from Microsoft Dynamics 365 to 360MatchPro on an hourly basis.

Q: Using the backend API integration (the recommended approach), can I preview which records will flow into 360MatchPro?

A: Yes, simply navigate to Integrations → Manage → Microsoft Dynamics 365. Then, at the bottom, you will see an option to preview records as they would appear in 360MatchPro with the settings you’ve configured.

Raise preview

Q: If I use the Power Automate flow to establish my connection, what data is imported into 360MatchPro?

A: The flow pushes data into 360MatchPro when a new transaction is created.

Q: If I use the Power Automate flow to establish my connection, what contact information is pushed into 360MatchPro?

A: The receipt is associated with an account. The account has a primary contact. 360MatchPro will use the primary contact’s information. The following image provides an example.

Q: If I’m using another platform with Microsoft Dynamics 365, what should I do to make sure I don’t end up with duplicate donations in 360MatchPro?

A: 360MatchPro is well-suited to help you manage this configuration. We recommend reviewing this article for best practices in managing multiple integrations. Specifically, we recommend activating the Duplicate Donations exclusion rule for multiple integrations, which you can learn more about here.

Q: Where else can I embed Double the Donation's plugin?

A: We recommend you create a dedicated matching gift page on your website to place matching gift information in the path of every website visitor, not just those already on your donation form. On this page, you can explain what matching gift programs are and provide donors with a chance to look up their employer’s program forms, guidelines, and instructions. Your dedicated matching gift page will become a useful resource to include in emails, newsletters, and direct messages.

To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the same Embed Code that you used before. Take a look at this example:

Q: Where can I learn more about the 360MatchPro and Microsoft Dynamics 365 integration?
A: Navigate to our partner landing page to learn how 360MatchPro and Microsoft Dynamics 365 can increase your matching gift revenue!